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Company name Thermo Fisher Scientific Inc.
Stock ticker TMO
Live stock price (TMO: 121.45 -3.92 -3.13%)
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $161.81
Target stock price (averages with growth) $144.44
Target stock price (averages with no growth) $70.41
Target stock price (manual assumptions) $139.85

The following company description is from Google Finance: http://www.google.com/finance?q=tmo

Thermo Fisher Scientific Inc. is a provider of analytical instruments, equipment, reagents and consumables, software and services for research, manufacturing, analysis, discovery and diagnostics. The company operates through four segments: Life Sciences Solutions, provides reagents, instruments and consumables used in biological and medical research, discovery and production of new drugs and vaccines as well as diagnosis of disease; Analytical Instruments, provides instruments, consumables, software and services that are used in the laboratory; Specialty Diagnostics, offers diagnostic test kits, reagents, culture media, instruments and associated products, and Laboratory Products and Services, offers self-manufactured and sourced products for the laboratory.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Thermo Fisher Scientific Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Thermo Fisher Scientific Inc. calculated?

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

I hope that this makes you a Confident Investor.

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Apple (AAPL: 107.72 -5.04 -4.47%) is planning to unveil its new Apple TV set top box in a little over a week, and it looks like the company may be considering funding its own TV shows to go with its big play to dominate the living room.

The iPhone maker has held preliminary conversations in recent weeks with executives in Hollywood to feel out interest in Apple spearheading efforts to produce original entertainment content, according to a new report that claims Apple is ready to take on Hulu, Netflix (NFLX: 105.79 -9.24 -8.03%), and Amazon (AMZN: 496.54 -16.35 -3.19%) Prime video.

Source: Apple wants to take on Netflix with its own original programming | Cult of Mac

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Sean O'Shaughnessey on August 31st, 2015
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Major Hollywood films like “Hunger Games: Catching Fire” and “World War Z” will be shifting from Netflix (NFLX: 105.79 -9.24 -8.03%) to Hulu in coming weeks, as pay-TV channel Epix switches up its streaming partners.

The moves reflect a broader trend in the streaming-video business as Netflix Inc. continues to become pickier about paying for rights to TV shows and movies that can be found elsewhere. At the same time, a newly aggressive—yet, for content owners, more accommodating—Hulu is ramping up its content spending to challenge Netflix’s dominance.

Netflix said Sunday that it had allowed its deal with Epix to lapse at the end of September because the streaming-video company is trying to move away from nonexclusive content toward its own original programming and exclusive rights to movies.

Source: Netflix Ends Epix Cable Deal, Pulling High-Profile Films - WSJ

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Company name Gentherm Inc
Stock ticker THRM
Live stock price (THRM: 44.32 -1.27 -2.79%)
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $69.63
Target stock price (averages with growth) $76.95
Target stock price (averages with no growth) $34.93
Target stock price (manual assumptions) $68.14

The following company description is from Google Finance: http://www.google.com/finance?q=thrm

Gentherm Incorporated (Gentherm) is engaged in the design, development and manufacturing of thermal management technologies. The Company’s segments are: Automotive, Industrial. The Automotive segment represents Gentherm’s three geographic operating segments: North America, Europe and Asia. The Automotive segment includes automotive seat comfort systems, specialized automotive cable systems, and other automotive and non-automotive thermal convenience products. The Industrial segment includes Gentherm Global Power Technologies (GPT) and Gentherm’s advanced research and product development division. The advanced research and product development division is engaged in projects to improve the efficiency of thermal management technologies and to develop, market and distribute products based on these new technologies.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Gentherm Inc as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Gentherm Inc calculated?

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

I hope that this makes you a Confident Investor.

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Please read the disclaimer before using any information on this site.

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Sean O'Shaughnessey on August 30th, 2015
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One of the biggest challenges in investing in the stock market is picking the best stocks. In my book, "The Confident Investor" I teach my readers how to pick Good Companies. This page is designed to show the raw performance of these companies. It is not designed to show my personal portfolio, which may or may not exceed the performance stated here.

I have created three tables below. The first table is the general market - NASDAQ and S&P500. Every investor should try to beat the average of these to indexes. In this report, my larger Watch List beats this metric easily. In fact, it beats the growth of these markets by 229.49%. My Short Term Watch List beat the market by 2053.06%.

I must caution you, I do not actually propose that you "buy and hold" any given stock, but rather you should "buy to hold" the stock. My investing technique teaches you to efficiently move your money to the stocks that are currently increasing in value the most. I use my Watch List for this work, these are Good Companies that I wait for great buying opportunities. This strategy is well described in my book, "The Confident Investor" and tends to be a very safe strategy in bear markets while typically still providing above market returns in a bull or flat market.

My Short Term Watch List are 15 companies that are hot right now. I select this list every quarter. I evenly divide a portion of my portfolio among these 15 companies. The next quarter, I add or delete companies as necessary and then re-balance the portfolio. This tends to be a more risky strategy because I don't bail out on bad stock movement (at least until the end of the quarter). In a bull market or a flat market, these very well-run and high-performing companies tend to beat the general market by a significant margin.

BL-TCI-cover

You can purchase my book wherever books are sold such as AmazonBarnes and Noble, and Books A Million. It is available in paperback as well as e-book formats for NookKindle, and iPad.

Stock Indexes Performance

 

1 week ago 1 month ago 1 quarter ago 1 year ago
Index Close Profit % Close Profit % Close Profit % Close Profit
^GSPC $1,970.89 0.91% $2,108.63 -5.68% $2,107.39 -5.62% $2,003.37 -0.72%
^IXIC $4,706.04 2.60% $5,128.79 -5.86% $5,070.03 -4.77% $4,580.27 5.42%
  • Week average for Indexes: 1.76%
  • Month average for Indexes: -5.77%
  • Quarter average for Indexes: -5.20%
  • Year average for Indexes: 2.35%

Watch List Performance

 

1 week ago 1 month ago 1 quarter ago 1 year ago
Stock Close Profit % Close Profit % Close Profit % Close Profit
AAPL $105.76 7.12% $121.82 -7.00% $129.69 -12.65% $100.78 12.42%
ABMD $97.08 1.18% $77.26 27.14% $59.72 64.48% $26.05 277.08%
ADS $259.22 1.17% $272.51 -3.77% $298.03 -12.01% $264.64 -0.90%
AKAM $68.04 5.67% $74.96 -4.08% $76.27 -5.73% $60.42 19.00%
ALXN $173.81 2.91% $199.29 -10.25% $163.84 9.17% $169.29 5.65%
AZPN $38.40 -1.30% $44.88 -15.55% $42.80 -11.45% $41.09 -7.76%
BCPC $57.76 0.81% $55.15 5.58% $56.46 3.13% $51.21 13.70%
BLK $307.27 1.29% $338.75 -8.12% $363.55 -14.39% $324.84 -4.19%
BWLD $189.53 2.39% $195.19 -0.58% $152.67 27.11% $147.75 31.34%
CBI $42.91 1.96% $53.15 -17.69% $54.19 -19.26% $63.05 -30.61%
CERN $61.72 2.28% $71.96 -12.27% $67.29 -6.18% $57.66 9.49%
CFX $37.22 4.49% $38.51 0.99% $50.39 -22.82% $63.61 -38.86%
CMI $119.75 2.10% $128.81 -5.08% $134.52 -9.10% $141.64 -13.67%
COF $76.62 0.91% $81.10 -4.66% $83.15 -7.01% $80.64 -4.12%
CRUS $27.46 10.01% $33.41 -9.58% $37.75 -19.97% $24.18 24.94%
DDD $12.21 10.40% $13.85 -2.67% $21.87 -38.36% $53.51 -74.81%
DECK $64.46 -0.48% $71.55 -10.34% $68.15 -5.87% $92.24 -30.45%
EOG $74.86 3.27% $78.54 -1.57% $88.52 -12.66% $109.03 -29.10%
EXR $76.53 -3.14% $72.83 1.78% $69.41 6.80% $50.98 45.40%
FOSL $60.44 1.92% $68.98 -10.70% $71.01 -13.25% $101.29 -39.18%
GOOG $612.48 2.92% $632.59 -0.35% $532.11 18.47% $571.60 10.28%
GPOR $33.82 3.61% $32.86 6.63% $43.16 -18.81% $58.50 -40.10%
GWR $69.67 0.14% $70.98 -1.70% $82.34 -15.27% $98.33 -29.05%
HOG $56.29 0.62% $58.59 -3.33% $53.49 5.89% $62.38 -9.21%
HP $54.75 5.30% $58.08 -0.73% $72.18 -20.13% $101.06 -42.95%
JAH $51.29 2.05% $55.37 -5.47% $53.06 -1.36% $39.86 31.31%
JPM $63.60 0.83% $69.04 -7.11% $65.35 -1.87% $57.91 10.74%
LULU $61.95 1.97% $63.07 0.16% $59.79 5.65% $39.93 58.20%
LVS $47.99 -1.31% $56.01 -15.44% $50.21 -5.67% $63.82 -25.79%
MCK $202.24 -0.71% $217.05 -7.49% $236.66 -15.15% $194.13 3.43%
MEI $25.20 6.15% $27.10 -1.29% $46.77 -42.81% $33.37 -19.84%
MET $49.55 1.55% $56.45 -10.86% $51.91 -3.06% $53.25 -5.50%
MNST $138.91 1.09% $152.18 -7.72% $127.28 10.33% $88.41 58.84%
MRK $55.77 -0.72% $58.52 -5.38% $60.43 -8.37% $58.31 -5.04%
NFLX $103.96 13.15% $111.56 5.44% $89.15 31.94% $68.23 72.39%
PCLN $1,216.92 3.49% $1,222.06 3.05% $1,172.04 7.45% $1,244.31 1.21%
REGN $527.18 1.81% $547.10 -1.90% $512.56 4.71% $350.46 53.14%
RGLD $54.96 -10.95% $49.79 -1.71% $64.54 -24.17% $76.69 -36.18%
SAM $213.28 -2.28% $223.47 -6.73% $263.78 -20.99% $220.98 -5.68%
STZ $123.11 3.92% $118.70 7.78% $117.60 8.80% $86.64 47.67%
SWKS $79.07 12.08% $96.49 -8.16% $109.05 -18.74% $56.22 57.64%
THRM $44.01 5.52% $50.55 -8.13% $51.26 -9.40% $48.85 -4.93%
TMO $127.96 -1.13% $139.12 -9.06% $129.48 -2.29% $119.64 5.75%
TRMB $18.78 0.21% $23.31 -19.26% $23.44 -19.71% $33.26 -43.42%
TRN $25.12 6.49% $29.67 -9.84% $29.86 -10.42% $47.72 -43.95%
TSCO $85.59 -0.23% $91.79 -6.97% $86.95 -1.80% $66.38 28.64%
TTWO $28.88 3.12% $31.81 -6.38% $27.37 8.81% $23.51 26.67%
UA $90.03 7.09% $99.28 -2.89% $78.41 22.96% $68.36 41.03%
ULTA $162.57 -2.20% $166.82 -4.69% $152.62 4.18% $97.31 63.40%
YHOO $32.93 0.64% $37.42 -11.44% $42.94 -22.82% $38.51 -13.94%
WFM $31.64 3.82% $36.08 -8.95% $41.11 -20.08% $38.69 -15.10%
ZBRA $81.25 2.67% $105.97 -21.28% $109.64 -23.91% $78.03 6.91%
  • Week average for Watch List stocks: 2.42% and profit percentage increase over same period for average indexes is: 37.71%
  • Month average for Watch List stocks: -4.99% and profit percentage increase over same period for average indexes is: -13.46%
  • Quarter average for Watch List stocks: -5.34% and profit percentage increase over same period for average indexes is: 2.77%
  • Year average for Watch List stocks: 7.73% and profit percentage increase over same period for average indexes is: 229.49%

Short Term Watch List

 

1 week ago 1 month ago 1 quarter ago 1 year ago
Stock Close Profit % Close Profit % Close Profit % Close Profit
AAPL $105.76 7.12% $121.82 -7.00% $129.69 -12.65% $100.78 12.42%
ABMD $97.08 1.18% $77.26 27.14% $59.72 64.48% $26.05 277.08%
EXR $76.53 -3.14% $72.83 1.78% $69.41 6.80% $50.98 45.40%
JAH $51.29 2.05% $55.37 -5.47% $53.06 -1.36% $39.86 31.31%
MCK $202.24 -0.71% $217.05 -7.49% $236.66 -15.15% $194.13 3.43%
MNST $138.91 1.09% $152.18 -7.72% $127.28 10.33% $88.41 58.84%
NFLX $103.96 13.15% $111.56 5.44% $89.15 31.94% $68.23 72.39%
REGN $527.18 1.81% $547.10 -1.90% $512.56 4.71% $350.46 53.14%
STZ $123.11 3.92% $118.70 7.78% $117.60 8.80% $86.64 47.67%
SWKS $79.07 12.08% $96.49 -8.16% $109.05 -18.74% $56.22 57.64%
THRM $44.01 5.52% $50.55 -8.13% $51.26 -9.40% $48.85 -4.93%
TSCO $85.59 -0.23% $91.79 -6.97% $86.95 -1.80% $66.38 28.64%
TTWO $28.88 3.12% $31.81 -6.38% $27.37 8.81% $23.51 26.67%
UA $90.03 7.09% $99.28 -2.89% $78.41 22.96% $68.36 41.03%
ZBRA $81.25 2.67% $105.97 -21.28% $109.64 -23.91% $78.03 6.91%
  • Week average for Short Term Watch List stocks: 3.78% and profit percentage increase over same period for average indexes is: 115.40%
  • Month average for Short Term Watch List stocks: -2.75% and profit percentage increase over same period for average indexes is: -52.34%
  • Quarter average for Short Term Watch List stocks: 5.05% and profit percentage increase over same period for average indexes is: -197.29%
  • Year average for Short Term Watch List stocks: 50.51% and profit percentage increase over same period for average indexes is: 2053.06%

Total Execution Time: 59.430272102356 Sec

This information was calculated on Aug 30, 2015 and is based on the closing value of the most recent trading day which may not be today.
This information is based on the Yahoo Historical Pricing and is only as good or as current as that data.

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Sean O'Shaughnessey on August 30th, 2015
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